BLOG. SMART PRACTICAL BUSINESS ADVICE

Pre-Announcement: Self-Service Portal 2.0 Beta Release

Get in on the new customer self-service portal beta release. The new portals include a fresh new design, contractor access and a heap of new and improved functionality.

portal

This is literally going to be our biggest beta release all year and with just a few more tweaks and testing to go, the beta release is really close.

As a re-cap, the new self-service portal enhances the existing customer portal and makes available a new contractor portal.  Fresh new design and improved functionality.

Activity Customer Portal as viewed by customer Contractor Portal as viewed by contractor
Projects & Tasks
  • View project description and progress.
  • View the sub-projects and tasks that fall under the main project
  • Create a new note against any project, subproject or task
  • Create a new task against any project, subproject or task
  • Upload an attachment to any project, subproject or task
  • Plus complete and assign a time-sheet against a project, sub project or task.
  • Plus create and assign a task to any other employee on your account.
Invoices
  • View and download current invoices and invoice history
  • View outstanding balance
  • Pay invoices using existing payment methods
 
Quotes
  • View quotes
  • Approve quotes (coming in v2.1)
 
Support Tickets
  • View and update existing support tickets
  • Create new support ticket
  • Plus complete and assign a time-sheet against a project, sub project or task.
Web Forms
  • Complete a new web form
 
Knowledgebase
  • Read knowledge-base articles
 

We’ve also designed a fresh new look for the customer portal, more in line with Windows “Metro” and Apple iOS7 user interface.  Oh and yes the main web app will be updated to match this styling.

Roll-over each of the glowing dots in the image below:

[hsmap name=”portal”]

Why use the Self-Service Portal?

How you end up using the two portals is really dependent on what you want to be able to achieve.  To get you thinking, here are a few ways of putting the new tools to use:

  • Assign your customer a task to provide the information you need to complete a project
  • Create a quote and make it available in the customers portal for that customer to approve
  • Use the web forms to create custom order pages for your priority customers
  • Assign a contractor a particular task and have them log their time inside the contractor portal (rather than allowing them access to your main WORK[etc] account!)

Better management tools

The new portal also includes a few new (and easier) management tools:

customer-portal

  • View the customer portal, from your customers’ perspective.
  • Make available specific web forms to each customer
colors

  • Custom branding and colors.
  • Custom URL (not available on all plans)
 

Who can get it?

Once released, the new customer portal will be available to all existing customers, regardless of what plan they are on. However, certain features like custom URL and contractor portal will only be available on the newer Foundations and Platform plans.

What about the beta?

We’re now making beta invites exclusively available to members of our WORK[etc] Insiders program.

Insiders is our advocate marketing program where we reward people with loyalty points for helping us market and promote WORK[etc]. Earn enough points and you qualify for beta invites (as well as some cool prizes, WORK[etc] upgrades, discounts and more).  Read about the Insiders Launch.

To join WORK[etc] Insiders, simply sign up here, making sure to use your WORK[etc] login detail.

See all

Featured Posts

How To Handle 4X the Support Calls with One Simple Change

IT firm tekRESCUE keeps IT support at “a manageable level of insanity” with WORKetc. IT can be a messy business. Just ask Randy Bryan, the founder of San Marcos, Texas-based IT firm tekRESCUE. “There are a lot of emergencies; always a lot of unknowns,” he told us last year, “A lot of messiness comes out […]

The Secret Way One Small Change Can Save Your Staff 6 Hours/Day

Healthcare firm Wound Care Advantage uses WORKetc CRM to keep track of all client interactions. Many business owners think that getting a new customer is difficult, however, that’s the easy part. The real trick lies in keeping them happy and loyal. Customer retention is a massively important metric when you’re running a business, especially when […]

No Budget, No Problem: 10 Free Sites That Will Improve Your Small Business Marketing Material

Help your business leave a mark for no extra cost The human brain is a grey mystery wrapped in a squishy enigma. We can’t even really say with any certainty how much we know about it. After all, how can we be sure we know 10% about the brain if we have no idea what […]

This Firm Increased Revenue by up to $56K/Tech. Their Secret?

In the past ten years, Queensland-based telecom firm ECO Communications has grown from a handful of techs and sales personnel to a couple of dozen people. It’s now been a year and a half since they signed up for WORKetc Quickstart. In that time, they’ve seen first-hand how an integrated business management system can drastically […]

Exactly How Does A CRM Make Flying Safer?

WORKetc CRM helps ARA-I’s forensic engineers streamline their day-to-day processes. Growing up, Ivan Collins dreamed of working on cars as a race team engineer. That is, until he heard about a job where he could blow them up instead. “I was on a race team at NC State in the engineering department,” he recalls. “One […]

3 Quick Steps to Maximize Your Email Marketing Profits

I’m not the biggest sci-fi fan out there, but even I know at least one thing about Star Wars: Imperial Stormtroopers can’t aim. Their typical tactic seems to be spraying an area with laser fire and praying that maybe someone (hopefully someone from that pesky Rebel Alliance) gets hit. This Stormtrooper tactic is scattershot marketing […]